Skip to main content
September 8, 2016
Question

Lead Status vs. Program Status

  • September 8, 2016
  • 1 reply
  • 3481 views

Is there a way to have a global list of statuses for leads that is different from program specific statuses? For example, a program would have a series of program statuses that are specific to that program, but then there is a global lead status that could also be updated over time as leads move through different programs. Hopefully I'm explaining this correctly.

A simple example:

Program 1 Statuses

- Filled out Form

- Downloaded File 1

- Downloaded File 2

- Contact Interest

Program 2 Statuses

- Demo Interest

- Demo Scheduled

Global Lead Statuses

- Anonymous

- Known Prospect

- Influenced

- Contacted

- Demo Given

- Is Customer

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Grégoire_Miche2
Level 10
September 8, 2016

Hi Tim,

Indeed, program member statuses should be different from lead statuses. Programs are simply campaigns and the programs statuse purpose is to manage the workflow of the campaign.

IMHO, using MQL or other lead management statuses as program statuses reveals a mis understanding of what programs statuses are for.

Somewhat confusing your health state with the seasons or the outside temperature.

Note: Program statuses are set by the program channel. You can edit them in the admin -> Tags section.

-Greg

September 8, 2016

Hi Greg - thanks very much for the reply. I've now found that there are Lead Statuses in the system and mine are currently set at:

Engaged

Lead

MQL

Customer

Prospect

Sales Ready

How and where can I change these? I've searched the system thoroughly as well as documentation and can't figure it out.

Grégoire_Miche2
Level 10
September 8, 2016

Hi Tim,

It's probably inherited from your CRM.

-Greg